Why it matters
Your clients' habits decide your margin
Under MTD, the time your team spends on a client depends heavily on how good their records are. AccountingWEB put it simply in July 2026: record quality determines the margin. Fixing that is usually a client problem, and clients don't change habits because you asked them to.
A tool that makes sending records easy changes the habit for them. Priced properly, it's something clients will pay for.
The Client Records Assistant
Receipts in by WhatsApp, filed where you need them
For your clients
They send a photo of a receipt, forward an email or use a simple web form. That's all. No app to download, no login to forget.
For your team
AI reads each record and files it into Dext, Xero or your Drive. Clients get quarterly reminders before your deadlines. You get a record-quality score for every client, so you know who needs a nudge well before the deadline.
Note
The Assistant gets records to you faster and tidier. It doesn't make anyone MTD compliant on its own; records still end up in MTD-compatible software.
Built around your existing tools
Works with Dext, Hubdoc and Xero
It feeds the software you already use rather than replacing it. It's aimed at the clients who were never going to use an app, which in most practices is a good share of them.
How you charge for it
Turning it into a paid service
a month, what the practice pays
a month in fees, before counting the hours the team gets back
Data and responsibility
Who's responsible for what
Your firm is the controller of your clients' data. I'm the processor, and we sign a data processing agreement before anything goes live. Your clients come to you for support, and I support your team.
Price
£1,950 to set up, then £4 per active client
£1,950 to set it up and connect it to your systems, then £4 a month for each client who uses it, with a minimum of £150 a month.
Then £4 per active client a month, minimum £150.
Other ideas
Built on request
Tax calculators on your website, a portal where clients upload documents and see what's outstanding, a simple onboarding flow for new clients. If your clients keep asking for something, I can probably build it.
Questions